Martin focuses on developing wealth accumulation and asset protection strategies for both corporate executives of fortune 500 companies and small business owners, working towards helping them achieve their financial goals. After performing a needs analysis, Martin works closely with clients to develop strategies designed to help protect their assets and family.
Martin has earned his Certified Plan Fiduciary Advisor (CPFA) credential, by demonstrating his knowledge, expertise and commitment to working with retirement plans. Martin has the skills required to act as a plan fiduciary or help plan fiduciaries manage their roles and repsonsibilities.
Martin has been awarded the title of Credentialed Holistic Financial Coach issued by Columbia University's Coaching Center of Excellence in partnership with Equitable Advisors, LLC.
Martin graduated from William Paterson University with a Bachelor of Science degree in Business Administration. Martin currently holds a Series 7 and 66 and is a licensed NJ resident producer for life, health, accident, variable life, variable annuity, property, and casualty lines of insurance. Martin's background and experience make him uniquely qualified to address many financial planning needs.
He also actively participates in the following organizations:
Vice President - Society Hill of Bernards I Homeowner's Association
William Paterson University Mentorship Program
4th Degree Grand Knight of Knights of Columbus - St. Elizabeth Council #2393
Martin currently resides in Basking Ridge, New Jersey with his wife Ewelina, baby boy Maximillian and their two cats, Rocky and Pebbles.
